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Kent's Financial Advisor Directory 


Taylor Schulte, CFP® 

Description: Taylor Schulte, CFP® is a fee-only financial planner dedicated to working with busy professionals and retirees. He is a regular contributor to Kiplinger.com and and was recently named to InvestmentNews' top 40 Advisors under 40 list. Taylor's key to financial success is to focus on the things you can control.

Fee Structure: Hourly; Percent of Assets Managed; Project Based; Flat Fee

Customer Asset Minimum: None

States in which Advisor Practices: All States

 

Life Events Planning: 

  • Job Loss or Transition
  • Charitable Giving
  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Insurance Review
  • Tax Planning

Steve Stanganelli, CFP®, CRPC®

Description: Steve Stanganelli, CFP®, CRPC® is a fee-only financial planner and NAPFA Registered Financial Advisor.  He is principal of Clear View Wealth Advisors, LLC, a state-registered investment adviser. Steve's services include retirement income planning, tax planning, education funding, divorce settlement analysis and investment management using low-cost tactical ETF investing. 

Fee Structure: Hourly; Percent of Assets Managed; Project Based; Flat Fee

Customer Asset Minimum: None

States in which Advisor Practices: MA*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • General Savings and Investment Review
  • College Education 
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Estate Planning
  • Tax Planning

Christopher Van Slyke

Description: WorthPointe is a fee-only financial planning firm. Grow your business, create a comfortable life for your family, and build a financial future without the hassle of doing it yourself. Our CFP™ professionals tailor plans to your lifestyle and budget so that you can start building your financial future now.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: None

States in which Advisor Practices: All States

Life Events Planning: 

  • Loss of a Spouse
  • Major Illness 
  • Charitable Giving
  • General Savings and Investment Review
  • College Education 
  • Inheritance 
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Home Buying or Downsizing; Insurance Review 
  • Estate Planning
  • Tax Planning

John Wilbourne

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Description: Mr. Wilbourne is currently a Managing Partner at OCCAM, LLC and has worked with high net worth clients for 25 years. Previously, John worked at Merrill Lynch, Oppenheimer, Wells Fargo and founded Overlake Partners based in Bellevue, WA. John received his bachelor’s degree in Economics from the University of Washington.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $250,000

States in which Advisor Practices: AL, IA, CA, AL, AZ, WY, MO, MS, KY, ME, LA, MA, MD, MN, MI, AK, IN, OK, DL, CO, IL, ID, HI, GA, KS, VA, WA, WI, CT, RI, PA, OR, OK, TX, TN, SD, SC, VT, UT, NY, NC, NJ, NM, NV, NH, MT, NE, WV, ND, OH*

*Advisor will consider clients from other states.  

 

Life Events Planning:

  • Job Loss or Transition
  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Tax Planning

Paul Winter, MBA, CFA, CFP® 

Description: With 25+ years of experience in the financial services industry, Paul's objective is to leverage an Ivy League MBA in Finance and Financial Markets, Wall St. institutional experience, Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ certifications, and an ongoing thirst for financial knowledge, for the benefit of his clients.

Fee Structure: Percent of Assets Managed; Project Based

Customer Asset Minimum: None

States in which Advisor Practices: UT* 

*Advisor will consider clients from other states.            

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Tax Planning
     

Robert Schmansky, CFP®

Description: Robert Schmansky, CFP® has over a decade of experience helping individuals and families meet their financial goals and overcome money concerns. He began Clear Financial Advisors to help people on their terms through flexible engagements. He is regularly quoted in the financial media, and is a CFP Board Ambassador.

Fee Structure: Hourly; Percent of Assets Managed; Project Based; Flat Fee

States in which Advisor Practices: MI*

*Advisor will consider clients from other states.            

Life Events Planning:

  • Loss of a Spouse
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Tax Planning

Bonnie Sewell, CEO

Description: FEE-ONLY - Fee-only means we limit conflicts of interest.  We do not accept commissions or compensation from any source except clients. FLAT FEE - Flat Fee means we charge based on the complexity and scope of work involved. FIDUCIARY - Fiduciary means we put your interests first.  Period.

Fee Structure: Flat Fee

Customer Asset Minimum: None

tates in which Advisor Practices: CA, AZ, FL, GA, VA, TN*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Loss of a Spouse
  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Home Buying or Downsizing
  • Tax Planning

Morgan Smith

Description: Morgan Smith, who has been a fee-only advisor for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions. He has 20+ years of experience in leadership positions in finance, business development, and education.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: None

States in which Advisor Practices: All States

Life Events Planning: ]

  • Loss of a Spouse 
  • Charitable Giving
  • College Education
  • Inheritance 
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents 
  • Insurance Review
  • Estate Planning
  • Tax Planning 

Melissa Sotudeh, MBA, CFP

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Description: Melissa Sotudeh, MBA, CFP, specializes in holistic financial plans to ease the challenges individuals and families face, including retirement, investment, tax management, and estate planning solutions. Melissa is an Advocate for the CFP Board’s Women’s Initiative, and a subject matter expert for the CFP Board of Standards.

Fee structure: Hourly; Percent of Assets Managed

Customer Asset Minimum: $1,000,000

States in which Advisor Practices: MD, FL, NY, NJ, NH, TX*

*Advisor will consider clients from other states.

Life Events Planning:

  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • College education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Home Buying or Downsizing
  • Estate Planning

Curt Stowers, PhD, CFP®

Description: F5 Financial Planning (Faith, Friends & Family, Fitness, Finance) works with families to manage, grow and protect their assets. We leverage the academically-based work of Dimensional Fund Advisors for our clients' investments. We are a comprehensive, fee-only (NAPFA) firm located in Chicago.

Fee Structure: Flat Fee

Customer Asset Minimum: $300,000

States in which Advisor Practices: IL*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Home Buying or Downsizing
  • Estate Planning
  • Tax Planning

David Taube, CEO/CIO

Description: Kalorama is an investment advisory and financial planning firm in Washington, D.C. Kalorama's services are structured on a fee-only basis so that our interests are aligned with yours. As a CFP professional and CFA charter holder, David is uniquely qualified to advise individuals regarding their investments and financial planning matters.

Fee Structure: Hourly; Percent of Assets Managed

Customer Asset Minimum: $400,000

States in which Advisor Practices: MD, VA *

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Job Loss or Transition
  • Charitable Giving
  • General Savings and Investment Review
  • College education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning
  • Tax Planning

Clark Taylor

Description: Soltis Investment Advisors provides fee only wealth management services to clients primarily in the Intermountain West. We are located in St. George, UT and assist clients with creating a financial plan and implementing investment management services to match. Our measure of success if assisting clients achieve life's most important endeavors.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $750000

States in which Advisor Practices: CA, AZ, ID, WA, WI, TX, TN, UT, NV*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Charitable Giving
  • General Savings and Investment Review
  • Retirement
  • Business Ownership
  • Insurance Review 

Holly Thomas, CFP®

Description: With over 25 years' experience, Holly is an author, speaker, and educator on the psychology of money. She does not touch her clients’ money, but helps them strategize and integrate life goals and personal finances. A Gen X'er and CFP® certified advisor, Holly specializes in helping Baby Boomers and their families.

Fee Structure: Hourly; Project Based; Flat Fee

Customer Asset Minimum: None

States in which Advisor Practices: FL, CO, TN*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Business Ownership
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Estate Planning
  • Tax Planning

Troy Thompson

Description: Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of life—tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, cash flow, and more.

Fee Structure: Project Based; Flat Fee

Customer Asset Minimum: None

States in which Advisor Practices: CA, OR*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • General Savings and Investment Review
  • Inheritance
  • Retirement 
  • Business Ownership
  • Home Buying or Downsizing 
  • Insurance Review 
  • Estate Planning
  • Tax Planning

Rick Waechter

Description: We create and manage comprehensive financial plans for executives and retirees. We tailor these plans to each client's unique situation. Our clients expect low-cost, academically rigorous solutions without the conflicts of interest that plague Wall Street. They also expect, and receive, individual attention from CERTIFIED FINANCIAL PLANNER professionals.

Fee Structure: Percents of Assets Managed

Customer Asset Minimum: $500000

States in Which Advisor Practices: NC*

*Advisor will consider clients from other states. 

Life Events Planning:

  • Job Loss or Transition
  • Loss of a Spouse
  • Major Illness
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Insurance Review
  • Estate Planning
  • Tax Planning

Jennifer Wolfsberg

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Description: As an independent firm, we are able to select from an open range of investment solutions with the best interests of our clients at the forefront. At Centerpoint Advisors, a strong commitment to open communication and personalized service is at the very heart of what we do.

Fee Structure: Percent of Assets Managed; Project Based

Customer Asset Minimum: $2,000,000

States in which Advisor Practices: MA*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Major Illness
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning
  • Tax Planning

Scott Witt

Description: I am an actuary and fee-only insurance advisor, specializing in life insurance, annuities, and long-term care. I work only on an hourly basis, so I can serve as a TRUE fiduciary to my clients because there are no conflicts of interest with my recommendations.

Fee Structure: Hourly

Customer Asset Minimum: None

States in which Advisor Practices: All States

Life Events Planning: 

  • Charitable Giving
  • Retirement
  • Long-Term Care
  • Insurance Review
  • Estate Planning
  • Tax Planning

Lex Zaharoff

Description: I specialize in helping corporate executives make the right financial decisions as they go through job transitions by organizing their assets, clarifying financial choices and reducing investment anxiety.   With 33 years of experience, I provide both a sounding-board on major financial decisions as well as a guide through volatile markets.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $500,000
 
States in which Advisor Practices: CA, AZ, ME, LA, MA, MD, IN, FL, DL, DE, CO, IL, HI, GA, VA, WA, WI, CT, RI, PA, OR, TN, SC, VT, NY, NC, NJ, OH*

*Advisor will consider clients from other states. 
 

Life Events Planning: 

  • Job Loss or Transition
  • Charitable Giving
  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Business Ownership
  • Estate Planning

Mark Zoril 

Description: PlanVision helps smaller employers have great retirement plans. Our clients use primarily passive funds; don't pay revenue sharing or commissions; and pay mostly flat fees for support services. And, their employees get personal, one on one guidance without product sales.

Fee Structure: Flat Fee

Customer Asset Minimum: None

States in Which Advisor Practices: All States

Life Events Planning: 

  • General Savings and Investment Review
  • College Education
  • Retirement
  • Insurance Review

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